| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 7.55M (12.54%) | 17.79K Increased by +0.24% | Jun 30, 25 |
| 2 | Morgan Stanley - Brokerage Accounts | 7.09M (11.77%) | -38.94K Decreased by -0.55% | Jun 30, 25 |
| 3 | BlackRock Inc | 6.02M (10.00%) | -13.64K Decreased by -0.23% | Jun 30, 25 |
| 4 | Bank of New York Mellon Corp | 5.58M (9.28%) | -124.26K Decreased by -2.22% | Jun 30, 25 |
| 5 | Kayne Anderson Rudnick Investment Management LLC | 3.08M (5.11%) | -1.56M Decreased by -50.72% | Jun 30, 24 |
| 6 | State Street Corp | 2.26M (3.76%) | 180.07K Increased by +7.96% | Jun 30, 25 |
| 7 | State Street Corporation | 1.89M (3.14%) | 38.49K Increased by +2.04% | Mar 31, 24 |
| 8 | AQR Capital Management LLC | 1.74M (2.88%) | 592.28K Increased by +34.11% | Jun 30, 25 |
| 9 | Geode Capital Management, LLC | 1.56M (2.59%) | 30.06K Increased by +1.93% | Jun 30, 25 |
| 10 | Disciplined Growth Investors Inc | 1.54M (2.56%) | -8.14K Decreased by -0.53% | Jun 30, 25 |
| 11 | Frontier Capital Management CO Inc | 1.24M (2.06%) | 28.24K Increased by +2.28% | Jun 30, 25 |
| 12 | First Trust Advisors L.P. | 1.24M (2.06%) | 322.06K Increased by +26.03% | Jun 30, 25 |
| 13 | ClearBridge Advisors, LLC | 1.17M (1.94%) | -510.61K Decreased by -43.79% | Dec 31, 24 |
| 14 | Mackenzie Investments | 1.16M (1.93%) | 14.28K Increased by +1.23% | Jun 30, 25 |
| 15 | Acadian Asset Management LLC | 1.14M (1.89%) | 1.10M Increased by +96.41% | Mar 31, 25 |
| 16 | BTIM Corp | 1.10M (1.82%) | 22.40K Increased by +2.04% | Jun 30, 25 |
| 17 | Dimensional Fund Advisors, Inc. | 1.06M (1.76%) | 52.48K Increased by +4.94% | Jun 30, 25 |
| 18 | Snyder Capital Management LP | 1.03M (1.71%) | 574.55K Increased by +55.78% | Jun 30, 25 |
| 19 | Wells Fargo & Co | 977.63K (1.62%) | -95.89K Decreased by -9.81% | Jun 30, 24 |
| 20 | Schroder Investment Management Group | 806.86K (1.34%) | -234.01K Decreased by -29.00% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Eaton Vance Atlanta Capital SMID-Cap I | 4.84M (8.03%) | -221.16K Decreased by -4.57% | Jul 31, 25 |
| 2 | iShares Core S&P Mid-Cap ETF | 2.00M (3.32%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.91M (3.17%) | -61.08K Decreased by -3.20% | Jul 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 1.89M (3.13%) | 1.05K Increased by +0.06% | Sep 30, 24 |
| 5 | Vanguard Small Cap Index | 1.49M (2.47%) | -9.53K Decreased by -0.64% | Jul 31, 25 |
| 6 | BNY Mellon Dynamic Value Fund A | 1.34M (2.22%) | 14.87K Increased by +1.11% | Jul 31, 25 |
| 7 | Vanguard Information Technology ETF | 1.24M (2.06%) | 12.63K Increased by +1.02% | Jul 31, 25 |
| 8 | Vanguard Small Cap Growth Index Inv | 835.44K (1.39%) | -3.03K Decreased by -0.36% | Jul 31, 25 |
| 9 | ClearBridge Aggressive Growth | 762.62K (1.27%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 10 | ClearBridge Aggressive Growth A | 762.62K (1.27%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | Virtus KAR Mid-Cap Core I | 696.73K (1.16%) | 66.20K Increased by +9.50% | Dec 31, 23 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 658.06K (1.09%) | -284.22K Decreased by -43.19% | Jul 31, 25 |
| 13 | Virtus KAR Small-Mid Cap Core R6 | 625.91K (1.04%) | 45.21K Increased by +7.22% | Mar 31, 24 |
| 14 | JNL/Newton Equity Income A | 584.31K (0.97%) | -74.70K Decreased by -12.78% | Jun 30, 25 |
| 15 | Disciplined Growth - Mid Cap Growth | 565.75K (0.94%) | 29.39K Increased by +5.20% | Dec 31, 24 |
| 16 | First Trust Value Line® Dividend ETF | 530.94K (0.88%) | 134.00 Increased by +0.03% | Aug 28, 25 |
| 17 | Canada Life US Small-Mid Cap Growth A | 494.19K (0.82%) | 49.60K Increased by +10.04% | Jan 31, 25 |
| 18 | Canada Life US Small-Mid Cap Growth F | 494.19K (0.82%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | SPDR® S&P MIDCAP 400 ETF Trust | 470.37K (0.78%) | -11.77K Decreased by -2.50% | Jul 31, 25 |
| 20 | Disciplined Growth - Small Cap Growth | 464.94K (0.77%) | 464.94K Increased by +100.00% | Jun 30, 24 |